Teresa James
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
43
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Kansas Appleseed Foundation
- Kansas Continumg Legal Education Commission
As filed
Nationwide-1RA
Vanguard Sep-IRA
S00 Index Fund (VFIAX) — Int/Div — Buy
Emerging Markets Stock Index Fund (VEIEX) — Int/Div
Extended Market Index Fund Admiral (VEXAX) — Int/Div
Intermediate-Term Investment-Grade (VFICX) — Int/Div
Prime Money Market (VMMXX) — Interest
REIT Index (VGSIX) — Int/Div
Strategic Equity Fund (VSEQX) — Int/Div
Vanguard Windsor 11 Fund (VWNFX) — Int/Div
AT&T(T) — Int/Div — Buy (add'l)
CemeriCERN) — None — Buy (add'l)
CemeriCERN) — Buy (add'l)
ConocoPhillips (COP) — Int/Div
Google(GOOGL) — None — Buy (add'l)
Google(GOOGL) — Buy (add'l)
Google(GOOGL) — Buy (add'l)
Google(GOOGL) — Buy (add'l)
MicrosoftiMSK1) — Int/Div
Phillips 66(PSX) — Int/Div — Buy (add'l)
Phillips 66(PSX) — Sold (part)
Exxon Mobili XOM) — Int/Div
Apple(AAPL) — Int/Div — Sold
Apple(AAPL) — Sold (part)
Apple(AAPL) — Sold (part)
Apple(AAPL) — Buy (add'l)
Johnson & Johnson (JNJ) — Int/Div — Sold
Williams Companies (WMB) — Int/Div — Sold
Ameritrade-General Brokerage
Google(Goog) — None
Google(Googl) — None — Buy (add'l)
Google(Googl) — Sold (part)
Atlas Pipeline(APL) — Distribution — Buy (add'l)
Kinder Morgan, Inc (KM1) — istnbution — Buy (add'l)
Kinder Morgan, Inc (KM1) — Buy (add'l)
Money Market — Interest
SDBA Apple(aapl) — Int/Div
SDBA Google(Googl) — None
SDBA Google(Goog) — None
SDBA Money Market — Interest
American Funds Income Fd Am R6 — None
JPM MdCap Val A — None
Oppenheimer Devel arket A — None
Board Member, Kansas Appleseed Foundation
Board Member, Kansas Continumg Legal Education Commission
Notes re Section VII Investments and Trusts:
The Nationwide IRA listed in this section is part of my former employer/law firm Martin, Pringle, Oliver, Wallace & Bauer, LLP's retirement plan. To avoid any
potential conflict of interest as a result of this IRA or as a result of the compensation mentioned in the above Note re Section 11, all members of the Martin Pringle
firm are on my recusal list and will be for at least 2 years from when | came on the Bench. | am in the process of rolling over the Nationwide IRA to a self-directed
IRA; that process will be completed well before the recusal period runs.
All assets listed on lines 2 - 27 are or were held in my Vanguard Sep-IRA. All assets listed on lines 29 - 35 are held m my Ameritrade General Brokerage account.
And, all assets listed on lines 38-44 are held in my Nationwide IRA. Further, all stocks listed are common stocks.
The Kinder Morgan, Inc. (KMI) stock listed on line 33 replaces the Kinder Morgan Energy Partners (KMP) stock listed on my previous report, due to a merger/
exchange of the two entities
Similarly, the Google (Goog) stock added on line 40 is the result of a spin off from Google (Googl).
Regarding the Sells reflected in Column D, there would be "unrealized (and uncalculated) capital gains, because these transactions occurred within my IRA and
were not taxable at the time.
1 owned the Lot adjacent to our home, which | did not list on my previous report because it was not held for income or investment purposes (rather it was held
simply as a buffer and for aesthetic purposes). However, we are moving to a new home and so | did sell the Lot in 2014 with a capital gain of approximately
$20,000, Again, | have not listed this transaction on this year's report, as | did not consider it to be income generating or investment property,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.